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RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 701 | Mullaney Keating & Wright Inc. | $465,609 | $209,923,147 | $1,463,401 | $211,386,548 |
| 702 | Gardey Financial Advisors LLC | $204,607 | $129,540,916 | $81,818,372 | $211,359,288 |
| 703 | Pinnacle Financial Advisors LLC | $435,599 | $204,013,251 | $7,252,253 | $211,265,504 |
| 704 | Lifeplan Financial Group Inc. | $421,342 | $204,702,782 | $6,389,566 | $211,092,348 |
| 705 | Matrix Wealth Advisors Inc. | $1,370,641 | $211,078,758 | $0 | $211,078,758 |
| 706 | MKT Advisors LLC | $304,913 | $90,000,000 | $121,000,000 | $211,000,000 |
| 707 | Carl Domino Inc. | $594,096 | $209,611,650 | $1,292,474 | $210,904,124 |
| 708 | Northwest Investment Counselors | $370,577 | $209,598,357 | $1,260,119 | $210,858,476 |
| 709 | HC Financial Advisors Inc. | $310,515 | $210,218,360 | $0 | $210,218,360 |
| 710 | Purcell Advisory Services LLC | $55,903 | $206,069,672 | $4,071,478 | $210,141,150 |
| 711 | Sweetwater Financial Advisors LLC | $417,738 | $210,122,000 | $0 | $210,122,000 |
| 712 | Hhm Wealth Advisors LLC | $137,836 | $206,460,000 | $2,775,000 | $209,235,000 |
| 713 | Avalon Capital Management | $663,975 | $209,152,000 | $0 | $209,152,000 |
| 714 | Montrose Advisors Inc. | $34,850,407 | $34,962,454 | $174,139,990 | $209,102,444 |
| 715 | Donnelly Wealth Advisors Inc. | $437,902 | $162,572,327 | $46,306,879 | $208,879,206 |
| 716 | R.W. Roge & Company Inc. | $832,000 | $208,000,000 | $0 | $208,000,000 |
| 717 | Numa | $104,000,000 | $208,000,000 | $0 | $208,000,000 |
| 718 | RS Crum Inc. | $1,462,158 | $207,106,400 | $520,000 | $207,626,400 |
| 719 | Opes Advisors Inc. | $298,563 | $207,203,041 | $0 | $207,203,041 |
| 720 | Millie Capital Management LLC | $3,231,078 | $206,789,000 | $0 | $206,789,000 |
| 721 | Financial Designs Corp. | $268,914 | $201,426,683 | $5,099,295 | $206,525,978 |
| 722 | Benson L K & Co. P C | $5,035,461 | $0 | $206,453,892 | $206,453,892 |
| 723 | Osher Van De Voorde Investment Management | $886,486 | $205,664,667 | $0 | $205,664,667 |
| 724 | Newfocus Financial Group LLC | $228,906 | $204,871,233 | $0 | $204,871,233 |
| 725 | Vinoy Capital LLC | $434,860 | $191,880,993 | $12,938,145 | $204,819,138 |
| 726 | Madden Advisory Services Inc. | $200,706 | $203,515,657 | $0 | $203,515,657 |
| 727 | Lowe Fs LLC | $205,784 | $199,296,600 | $4,017,663 | $203,314,263 |
| 728 | Madison Family Advisors Inc. | $4,142,857 | $203,000,000 | $0 | $203,000,000 |
| 729 | Nova Wealth Management Group LLC | $1,804,043 | $201,640,654 | $412,194 | $202,052,848 |
| 730 | Wechter Feldman Wealth Management Inc. | $285,702 | $181,690,434 | $19,729,803 | $201,420,237 |
| 731 | Pineno Levin & Ford Asset Management Inc. | $628,390 | $193,950,870 | $7,134,049 | $201,084,919 |
| 732 | Bernhardt Wealth Management Inc. | $370,940 | $201,049,652 | $0 | $201,049,652 |
| 733 | Resource Planning Group Ltd. | $188,101 | $178,220,896 | $22,670,925 | $200,891,821 |
| 734 | Jentner Wealth Management | $1,404,196 | $200,800,000 | $0 | $200,800,000 |
| 735 | Conway Jarvis LLC | $960,766 | $200,800,000 | $0 | $200,800,000 |
| 736 | Claris Advisors LLC | $485,394 | $180,885,332 | $19,582,465 | $200,467,797 |
| 737 | Private Fund Advisors Inc. | $400,000 | $200,000,000 | $0 | $200,000,000 |
| 738 | Black Coral Financial Advisors LLC | $266,667 | $150,000,000 | $50,000,000 | $200,000,000 |
| 739 | Paulahogan | $302,945 | $0 | $199,944,000 | $199,944,000 |
| 740 | Financial Horizons-Wealth Building Strategies LLC | $1,086,078 | $188,472,529 | $11,365,760 | $199,838,289 |
| 741 | Horizon Advisors LLC | $433,703 | $171,821,132 | $27,682,425 | $199,503,557 |
| 742 | Wheeler Frost Associates Inc. | $353,217 | $182,656,663 | $16,557,688 | $199,214,351 |
| 743 | Transitions Wealth Management LLC | $148,765 | $198,899,336 | $0 | $198,899,336 |
| 744 | Lowder Brian D. Inc. | $1,136,102 | $197,408,814 | $272,880 | $197,681,694 |
| 745 | John F. Suby Wealth Management LLC | $927,700 | $197,600,000 | $0 | $197,600,000 |
| 746 | Cloud Capital LLC | $68,250 | $196,765,817 | $0 | $196,765,817 |
| 747 | Tobias Financial Advisors | $1,524,581 | $180,281,896 | $16,389,002 | $196,670,898 |
| 748 | Old North Advisors LLC | $527,898 | $196,378,228 | $0 | $196,378,228 |
| 749 | Neumann Capital Management | $617,171 | $196,260,415 | $0 | $196,260,415 |
| 750 | Bromfield Financial Advisory Group Inc. | $751,894 | $195,492,481 | $0 | $195,492,481 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (2) Total AUM is at least $100M. (3) Does not have employees who are registered representatives of a broker-dealer. (4) Provided investment advisory services to clients during its most recently completed fiscal year. (5) No more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% of regulatory assets under management is attributable to corporations or other businesses. (8) Does not receive commissions. (9) Provides financial planning services. (10) Is not actively engaged in business as a broker-dealer (registered or unregistered). (11) Is not actively engaged in business as a registered representative of a broker-dealer. (12) Has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.